How do I set Fund Permissions?
By following the steps below, you will be able to set Fund Permissions for Staff Members:
- As a System Admin, log into ParishSOFT Desktop - Offerings and Pledges.
- Click on Funds in the File Menu.
- Click on Set Fund Permissions
- Select User and choose the single arrow indicating moving to the Permission Granted box.
- Click on Update.
- Repeat for each Fund.
- Click on Close.
- Log out.
- Have User log in and they should be able to see a drop-down menu of all chosen Funds while posting.